Education Provider Webinar June 19, 2014

1. Office of the Commissioner of Insurance Vertafore Prometric Education Provider Webinar June 19, 2014

2. Introductions • New exam vendor and administrator for the prelicensing and continuing education program • Prelicensing and continuing education overview/changes • Definition of the roles of Prometric and Vertafore • Electronic services review and demonstration • Wrap-up

3. Introductions • Wisconsin OCI • Nitza Pfaff – Agent Licensing Supervisor • Prometric • Laurie Sadowski – Manager, Insurance and Continuing Education • Tracy Gold – Team Leader, INS and CE • Vertafore • Mac Greer – State Support Analyst • Teresa Harris – Government Account Manager • Melissa Tucker – Project Manager

4. New Testing Vendor and Administrator for the Wisconsin Prelicensing and Continuing Education Services • Effective July 1, 2014, Prometric assumes responsibility for the licensing examinations, prelicensing and continuing education services. • Pearson VUE will continue to administer the licensing exams and review provider/course applications until June 30, 2014. • Prometric exam registration service will be available on June 15, 2014. Candidates will be able to schedule their examinations for test dates on or after July 1, 2014. • Examination fee remains $75 per LOA

5. Overview of Licensing Requirements • Candidates must complete 20 hours prelicensing class for major lines LOAs and 16 hours prelicensing training for navigator license. • Candidates should review the Wisconsin Licensing Handbook for exam and licensing requirements. (currently available at www.prometric.com/wisconsin; available in print in July) • Candidates can register online to take the exam at www.prometric.com/wisconsin. • Candidates must make fingerprint reservation online at www.fieldprintwisconsin.com. • Candidates must apply for the license online on Vertafore at www.sircon.com or NIPR at www.nipr.com.

6. Exam Scheduling and Registration • Prometric is now accepting registrations for exams delivered on or after July 1, 2014 • Register online at www.prometric.com/wisconsin • Via telephone by calling (866) 370-3411 • Between 8 am and 9 pm (CST), Monday - Friday • Between 10 am and 3 pm (CST), Saturday - Sunday • Via fax or mail (see Wisconsin Licensing Handbook)

7. WI INS Exams Offered by Prometric Major Lines • Life • Accident & Health • Property • Casualty • Personal Lines P&C Limited Lines • Credit • Title Other License Type • Navigator • NOTE: Effective 7/1/2014, Wisconsin will no longer offer the legal expense limited line examination.

8. Map of Prometric Test Centers

9. Test Center Info – 6 sites in Wisconsin :

10. Annual Exam Review Workshops • Annual in person meetings in Madison, WI. Estimated to begin in Spring 2015. • Recruitment of subject matter experts. • Emphasizes Prometric’s commitment to our practice of reviewing examinations, items and content outlines. • Remain current with regulatory and statutory changes.  • Provide recommended revisions, additions and deletions to the content outlines and examination items resulting from our monitoring activities are made in accordance with the state and Prometric. 

11. Prelicensing and Continuing Education Overview/Changes

12. New Administrator for WI Prelicensing & Continuing Education Program • Effective July 1, 2014, CE courses will renew every 2 years at the end of the month in which the course was approved. All CE courses that have renewal dates of 6/30/2014 or earlier will not be updated until after the renewal has been processed. • All CE course renewals 6/30/2014 or earlier will be charged the current fee($10 per credit not to exceed $40) • All CE course renewals for July 1, 2014 or later will be charged the new fee of $8.75 per credit, not to exceed 4 times the credit hour fee per course (not to exceed $35). • Starting with the July CE course renewals, the renewals will generate 60 days in advance rather than 77 days in advance.

13. New Administrator PE/CE Program • Prelicensing education provider and course applications are not available electronically. • Paper applications must be submitted to Prometricat: Prometric ATTN: WI PE Applications 7941 Corporate Drive Nottingham, MD 21236 • FAQs available at www.prometric.com/wisconsin • Prelicensing Provider • Prelicensing Licensee • Continuing Education Provider • Continuing Education Licensee

14. Provider’s Process

15. Provider Fees – Effective 7/1/2014

16. Course Fee – Effective 7/1/2014

17. Definition of the Roles of Prometric and Vertafore

18. Program Administrator • Prometric • Administers insurance exams • Approves and disapproves CE and PE providers, courses and instructors based on guidelines from OCI • Ensures compliance with program standards, policies and procedures on behalf of OCI • Conducts classroom and online course audits and report findings to the OCI • Consults with OCI to develop, publish and distribute insurance education program publications, notices and printed correspondence • Point of contact for all insurance education communications through letters, e-mail, toll-free phone numbers and the Web site

19. Technology Provider • Vertafore • Provides the systems solution for the insurance CE program • Maintains an integrated data base that tracks all insurance PE/CE information for intermediaries, navigators and providers • Enables providers and licensees the ability to process transactions electronically through Vertafore’s Compliance Express – www.sircon.com • Questions regarding the services available on Compliance Express should be directed to Vertafore

20. Customer Support Need technical assistance. How do I contact Vertafore? • Telephone: (517) 381-3860 • E-mail: sircon@sircon.com Questions about the PE/CE program. How do I contact Prometric? Prometric 7941 Corporate DriveNottingham, MD 21236 PE/CE Questions: (866) 664-9505 Insurance Examination Questions: (866) 370-3411 E-mail: pro.ce-services@prometric.com Office of the Commissioner of Insurance Telephone: (608) 266-8699 E-mail: ociagentlicensing@wisconsin.gov

21. Electronic Services Review

22. Wisconsin Education Services Agent Services • Available Course Offerings Inquiry • Approved Courses Inquiry • Approved Providers Inquiry • Continuing Education Transcript Inquiry • Prelicensing Education Transcript Inquiry Provider Services • Classroom Offering Maintenance • Course Renewal • Continuing Education Course Application • Continuing Education Course Completions • PrelicensingEducation Course Completions • Provider Application (CE only) • Provider Renewals

23. Making Education Compliance Easier • The Wisconsin Office of the Insurance Commissioner has partnered with Vertafore to make education compliance easier! • Enhanced efficiency • Improved online service to education providers • Improved online service to producers

24. Getting Started How do I get started? • Go to www.sircon.com, click on the link for Education Providers and fill out the Vertafore provider registration form. Vertafore will send you login information via e-mail and call you with the secure password for your account.

25. Monthly Invoice and Billing File • The provider/school will receive a monthly invoice for all transactions processed during the previous month • The monthly invoice contains a summary of fees for each type of transaction processed in each state • Provider can also download a copy of the invoice on Compliance Express

26. Questions?

27. Live Demonstration